Invoice tolerance rule form

  • Release version: Xanadu
  • Updated September 11, 2024
  • 1 minute to read

    • Create tolerance rules that can be applied on an invoice.

    Invoice tolerance rule

    The following table displays the fields in the invoice tolerance rule form.

    Field Description
    Name Name of the tolerance rule.
    Active Option to make the tolerance rule to be available for invoice processing.
    Type The tolerance type is associated with the tolerance rule.
    Order Priority in which you would like to process the tolerance rule. The lowest order is applied on the invoice. Example: If there are 2 rules applicable with the orders set as 10 and 20. Rule with order 10 is applied on the invoice.
    Tolerance value The permissible variance limit of type numeric and positive numbers only. Example: 200
    Tolerance percentage The permissible variance percentage.
    Condition type Determine whether the value and percentage both need to be met or whether one of the other needs to be met to skip an exception. Determine whether the value and percentage both need to be met or whether one of the other needs to be met to skip an exception.
    • AND- If both the Tolerance value and Tolerance percentage values should be met.
    • OR-If either the Tolerance value or Tolerance percentage values should be met.
    Invoice filters Filter condition to determine the invoices for which the tolerance rule is applicable. For example: [Type][is][PO invoice] AND [Supplier]]is][X]. You can concatenate additional filters by using New Criteria.